IB49-Groww Multi Asset Allocation Fund vs Kotak MSCI India ETF
Groww vs Kotak· Portfolio Overlap Analysis
48.1%High Overlap
54 common stocksRank #12091 / 20,000
Investor takeaway: At 48.1% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (54)
| Stock | Wt% in IB49-Groww Multi Asset Allocat | Wt% in Kotak MSCI India ETF | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 5.99% | 7.35% | 5.99% |
Reliance Industries Limited Petroleum Products | 4.18% | 6.17% | 4.18% |
ICICI Bank Limited Banks | 3.34% | 5.31% | 3.34% |
Mahindra & Mahindra Limited Automobiles | 3.13% | 2.30% | 2.30% |
Larsen & Toubro Limited Construction | 1.90% | 2.10% | 1.90% |
Bharti Airtel Limited Telecom - Services | 1.79% | 3.51% | 1.79% |
Bajaj Finance Limited Finance | 1.78% | 2.03% | 1.78% |
State Bank of India Banks | 2.07% | 1.61% | 1.61% |
Infosys Limited IT - Software | 1.50% | 3.07% | 1.50% |
Axis Bank Limited Banks | 1.48% | 2.31% | 1.48% |
Kotak Mahindra Bank Limited Banks | 1.32% | 1.65% | 1.32% |
Titan Company Limited Consumer Durables | 1.60% | 1.12% | 1.12% |
Tata Steel Limited Ferrous Metals | 0.97% | 1.16% | 0.97% |
Maruti Suzuki India Limited Automobiles | 0.90% | 1.36% | 0.90% |
Hindalco Industries Limited Non - Ferrous Metals | 0.90% | 0.91% | 0.90% |
Shriram Finance Limited Finance | 0.79% | 1.11% | 0.79% |
Vedanta Limited Diversified Metals | 0.82% | 0.72% | 0.72% |
Hindustan Unilever Limited Diversified FMCG | 0.72% | 1.40% | 0.72% |
Eicher Motors Limited Automobiles | 0.71% | 0.80% | 0.71% |
ITC Limited Diversified FMCG | 1.17% | 0.69% | 0.69% |
TVS Motor Company Limited Automobiles | 0.85% | 0.67% | 0.67% |
InterGlobe Aviation Limited Transport Services | 0.79% | 0.67% | 0.67% |
Tata Consultancy Services Limited IT - Software | 0.61% | 1.74% | 0.61% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.59% | 1.21% | 0.59% |
UltraTech Cement Limited Cement & Cement Products | 0.58% | 1.09% | 0.58% |
JSW Steel Limited Ferrous Metals | 0.63% | 0.56% | 0.56% |
Grasim Industries Limited Cement & Cement Products | 0.64% | 0.55% | 0.55% |
Max Healthcare Institute Limited Healthcare Services | 0.55% | 0.62% | 0.55% |
NTPC Limited Power | 0.52% | 1.21% | 0.52% |
HCL Technologies Limited IT - Software | 0.50% | 0.96% | 0.50% |
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles | 0.90% | 0.45% | 0.45% |
Eternal Limited Retailing | 0.60% | 0.43% | 0.43% |
Lupin Limited Pharmaceuticals & Biotechnology | 0.78% | 0.42% | 0.42% |
The Indian Hotels Company Limited Leisure Services | 0.58% | 0.41% | 0.41% |
AU Small Finance Bank Limited Banks | 0.83% | 0.39% | 0.39% |
Tata Motors Passenger Vehicles Limited Automobiles | 0.38% | 0.56% | 0.38% |
PB Fintech Limited Financial Technology (Fintech) | 0.53% | 0.37% | 0.37% |
Fortis Healthcare Limited Healthcare Services | 0.71% | 0.34% | 0.34% |
ICICI Lombard General Insurance Company Insurance | 0.54% | 0.34% | 0.34% |
Bharat Forge Limited Auto Components | 0.76% | 0.33% | 0.33% |
DLF Limited Realty | 0.47% | 0.33% | 0.33% |
Suzlon Energy Limited Electrical Equipment | 0.42% | 0.32% | 0.32% |
One 97 Communications Limited Financial Technology (Fintech) | 0.57% | 0.31% | 0.31% |
Hindustan Petroleum Corporation Limited Petroleum Products | 0.35% | 0.31% | 0.31% |
PERSISTENT SYSTEMS LTD IT - Software | 0.31% | 0.38% | 0.31% |
SWIGGY LIMITED Retailing | 0.63% | 0.30% | 0.30% |
SRF Limited Chemicals & Petrochemicals | 0.50% | 0.28% | 0.28% |
Info Edge (India) Limited Retailing | 0.48% | 0.27% | 0.27% |
Dr. Reddy's Laboratories Limited Pharmaceuticals & Biotechnology | 0.27% | 0.51% | 0.27% |
The Phoenix Mills Limited Realty | 0.54% | 0.24% | 0.24% |
FSN E-Commerce Ventures Limited Retailing | 0.81% | 0.22% | 0.22% |
Lodha Developers Limited Realty | 0.63% | 0.22% | 0.22% |
Godrej Properties Limited Realty | 0.48% | 0.19% | 0.19% |
Prestige Estates Projects Limited Realty | 0.51% | 0.17% | 0.17% |
Unique to IB49-Groww Multi Asset Allocat
All top holdings are shared with the other fund.
Unique to Kotak MSCI India ETF
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks14.1% (6)
Automobiles5.0% (5)
Petroleum Products4.5% (2)
IT - Software2.9% (4)
Finance2.6% (2)
Construction1.9% (1)
Telecom - Services1.8% (1)
Ferrous Metals1.5% (2)
Diversified FMCG1.4% (2)
Pharmaceuticals & Biotechnology1.3% (3)
Retailing1.2% (4)
Realty1.1% (5)
Cement & Cement Products1.1% (2)
Consumer Durables1.1% (1)
Non - Ferrous Metals0.9% (1)
Healthcare Services0.9% (2)
Diversified Metals0.7% (1)
Financial Technology (Fintech)0.7% (2)
Transport Services0.7% (1)
Power0.5% (1)
Agricultural, Commercial & Construction Vehicles0.5% (1)
Leisure Services0.4% (1)
Insurance0.3% (1)
Auto Components0.3% (1)
Electrical Equipment0.3% (1)
Chemicals & Petrochemicals0.3% (1)
More comparisons for IB49-Groww Multi Asset Allocat
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More comparisons for Kotak MSCI India ETF
- vs ADITYA BIRLA SUN LIFE MSCI IND99.8% · 164 stocks
- vs DSP MSCI India ETF99.2% · 164 stocks
- vs IB33-GROWW NIFTY 200 ETF87.6% · 157 stocks
- vs SBI BSE 100 ETF83.5% · 98 stocks
- vs HDFC NIFTY 100 ETF81.2% · 93 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.